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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,649 | $106,267+71.9% | $96,520+89.2% | $139,456+31.0% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.8pp |
| Annual return | 18.11% | 38.45%-20.3pp | 35.72%-17.6pp | 373.45%-355.3pp |
| Employer contribution / active EE | $528 | $4,105-87.1% | $3,739-85.9% | $4,753-88.9% |
| Participant deferral / active EE | $4,832 | $5,454-11.4% | $4,879-1.0% | $6,711-28.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |